Upgrading to Microsoft SQL Server 2008 R2 and SQL Server Code-Named “Denali”: A Comprehensive Look

Peter Saddow (petersad@microsoft.com)Senior Program ManagerMicrosoft

DBI319

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Upgrade Planning – Preparation

Review upgrade documentationSQL Sever editions/featuresPlatform considerationsApplication compatibility

Decide on upgrade strategyEstablish backup and rollback plansEstablish certification processInclude latest SQL Server updatesTest the plan!!!

Including Latest Updates

SQL Server 2008/2008 R2 SlipstreamYou need to many build slipstream media, see http://blogs.msdn.com/search/searchresults.aspx?q=slipstream&sections=11606

Denali Product UpdateBuilds upon SlipstreamObtains SQL Server updates from Windows Update, WSUS Server or a file share

Demo

Slipstream/Product Update

Upgrade Planning – Pre-Upgrade

Check environmentRun SQL Server Upgrade AdvisorRun SQL Server Best Practices Analyzer (BPA)Check database consistency (DBCC CHECKDB)Reduce database size (DBCC SHRINKDATABASE)Should trace flags be carried forward?

Back up your environmentSystem and user databases including DTS/SSIS packages

Upgrade Planning – The Upgrade

Document the processPerform the upgradeCheck server, storage and network healthBack up databases after upgradingGo/No-go (Checkpoint)

Troubleshoot if there was a failureDetermine whether you need to roll backSanity test your upgrade

Upgrade Planning – Post-Upgrade

Integrate the new installation into the environmentConduct end-to-end application acceptanceDecommission/uninstall old hardware/installation for side-by-sideRevisit Upgrade Advisor suggestionsRun SQL Server BPA again

Upgrade Planning – Post-Upgrade

Ensure optimum performance byExecuting DBCC CHECKDB WITH DATA_PURITYExecuting DBCC UPDATEUSAGEEnsuring that autostats are turned on

Keep current with critical and security updates

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

In-Place Upgrade – Overview

Upgrades existing installationOn same machine and platformInstance name remainsOld instance is removedNew shared components are installed

User data and configuration is preservedMostly automated process through SetupExisting instance is intact as long as possibleCan upgrade to same edition or higher

In-Place Upgrade – Matrix

SQL Server 2005 SP2

From To

SQL Server 2008

SQL Server 2000 SP4

SQL Server 2008 R2

SQL Server 2008 SP2

SQL Server 2008 R2

SQL Server 2005 SP4

SQL Server Denali

NOTE: Minimum SP shown

In-Place Upgrade – Pros/Cons

Pros:Faster and less effort than side-by-sideSetup moves data and configurationConnects to same instance after upgradeSetup contains many Upgrade Rules

Cons:Less flexibilityCannot change platformPossibly complex to rollback

Demo

In-Place Upgrade

Compareand

Verify

SQL Server 2005/2008Instance

SQL Server DenaliInstance

Verified!

Side-by-Side Upgrade – Overview

Side-by-Side Upgrade – Pros/Cons

Pros:Ability to change platformExisting installation continues to be available

Do you want to keep data in sync?Easier to roll back to old instance

Better downtime control

Cons:Moving data and objects is more complexNot practical for very large databases unless using a SANHarder to troubleshoot issues

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Cluster Upgrade – Overview

Rolling upgrade process is significantly different, started in SQL Server 2008

Less downtime over prior versionsEasier to troubleshoot issues

Manually upgrade each nodeStart with passive and move to active nodeFailover happens automatically

Patching process is similar

Clustering Upgrade

PassiveActive

2-node clusterWindows 2008 with Service Pack 2SQL Server 2005 SP4

Clustering Upgrade – Prerequisites

PassiveActive

Step 1:a) Install prerequisites and

upgrade shared featuresb) Reboot, if prompted

Step 3:a) Install prerequisites and

upgrade shared featuresb) Reboot, if prompted

SQL Instance Manual Failover

Step 2:a) Fail over to the upgrade node

Clustering Upgrade – Finishing

ActivePassive

Step 5:Upgrade to SQL Server 2008 R2 on active node

Step 4:Upgrade to SQL Server 2008 R2 on passive node

Step 6: Setup performs the failover

No client connection for 1-2 minutes

SQL Server 2008 R2SQL Server 2008 R2

Active

Removed from Cluster Group Possible Owners

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Database Mirroring

Rolling upgrades supportedMirror version must be equal or higher than PrincipalAt least one manual failover requiredRemove witness

1. Upgrade Mirror First

2. Wait for Low Activity Window

3. ALTER Mode to SYNCHRONOUS

4. Failover to Mirror: (New

Principal)

5. ALTER Mode to ASYNCHRONOUS

6. UPGRADE New Mirror Instance

Asynchronous Mirroring: Steps 1 - 6

Synchronous Mirroring: Steps 1, 4, 6

Cluster Upgrade with Mirroring

PassiveActive

Mirro

red

SQ

LStep 1: Upgrade mirrored instance

Step 2: Manual Failover each database to mirroring partner

Mirroring suspended

SQL Server 2008 R2

SQL Server Cluster

Principal

Mirroring resumed

Step 3:Upgrade cluster to

SQL Server 2008 R2

Step 4: Manually failover to the database mirroring partner for each database

SQL Server 2008 R2

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Upgrading Log Shipping

No upgrade path from SQL Server 2000Role change

Downtime is shortenedNot generally recommended as more complex

No role changeEasierHigh-level steps

Upgrade the instance hosting the secondary databaseManually restore all transaction logs created while upgrading from primary to secondaryMake final transaction log backup on primary, and then restoreUpgrade instance containing the primary

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-along UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Upgrading Replication

An in-place upgrade is preferredTypical upgrade flow: Distributor, Publisher, SubscriberMixed versions are supported, but:

Distributor version must always be equal or newer than PublisherSubscribers for transactional replication can be within 2 versions newer/older of PublisherSubscribers for merge replication must be equal to or older than Publisher

Upgrading Analysis Services

Upgrading from 2005 to 2008 or DenaliEither in-place or side-by-side upgrade

Upgrading from SQL Server 2000Using the Analysis Services Migration Wizard

Upgrading Analysis Services

Upgrading Integration Services and DTS

DTS: Use the DTS Package Migration Wizard to migrate to SSIS format

No 64-bit design/run time for DTS packages No 32-bit design/run time support for DTS packages on Itanium-based systems

Conversion tool available from Microsoft partners, such as www.dtsxchange.comSSIS 2005, run the SSIS Upgrade Wizard

Upgrading PowerPivot

PowerPivot for ExcelNeed to uninstall and install current versionUpgrading Embedded PowerPivot Databases happens when you open a workbook

PowerPivot for SharePointIn-place upgrade from SQL Server 2008 R2 PowerPivot for SharePoint to Denali

PrerequisitesSharePoint 2010 SP1You must be a farm administrator

Use PowerPivot Configuration Tool to upgrade farm and web application solutions

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Upgrade Advisor

Helps you prepare for the upgradeAnalyzes SQL Server installed instances, databases, traces and script filesGenerates a report of detected issues

Provides suggestions for addressing issuesBlocking issues must be addressedWarnings can be addressed after upgrade

Demo

Upgrade Advisor

Available through SQL Server Installation Center, on source media, and through SQL Server Feature Pack

SQL Server Best Practice Analyzer (BPA)

Determine if configurations are set according to best practicesBPA 2005, run against SQL Server 2005BPA 2008 R2, run against SQL 2008/2008 R2

Must install Microsoft Baseline Configuration Analyzer 2.0 firstInstalling on a non-domain joined machine

http://blogs.msdn.com/b/petersad/archive/2011/05/05/installing-sql-server-2008-best-practice-analyzer-bpa-on-a-non-domain-machine.aspx

Demo

Best Practice Analyzer

- Available through Microsoft Download Center

Deprecated Feature Object

Determine whether your application is submitting deprecated commandsPlan for the removal of these deprecated commands

Demo

Deprecated Feature Object

- Available through Profiler

Discover SQL Server Instances

SQL Server Discovery ToolMicrosoft Assessment and Planning (MAP) ToolkitWMI provider, details at http://msdn.microsoft.com/en-us/library/dd981032.aspx

Demo

SQL Server Discovery Tool

- Available through the Installation Center

Demo

Microsoft Assessment and Planning (MAP) Toolkit- Available through Microsoft Download Center

Agenda

Upgrade PlanningUpgrade Strategies and Considerations

Stand-alone UpgradeCluster UpgradeDatabase MirroringLog ShippingFeature-Specific Information

Upgrade Tools with DemosUpgrade Resources

Upgrade Resources

Microsoft SQL Server 2008 Upgrade sitehttp://www.microsoft.com/sqlserver/2008/en/us/upgrade.aspx

MSDN technical resourceshttp://msdn.microsoft.com/en-us/library/bb677622.aspx

SQL Server 2008 Upgrade Technical Referencehttp://www.microsoft.com/downloads/details.aspx?FamilyID=66d3e6f5-6902-4fdd-af75-9975aea5bea7&displaylang=en

SQL Server Community: blogs, Channel 9, newsgroups, videos, and webcastshttp://msdn.microsoft.com/en-us/sqlserver/bb671050.aspxhttp://blogs.msdn.com/b/petersad/

Deprecated Features Objectshttp://technet.microsoft.com/en-us/library/bb510662.aspx

Upgrade Resources

Upgrade Advisorhttp://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=ceb4346f-657f-4d28-83f5-aae0c5c83d52

Microsoft Assessment and Planning Toolkithttp://www.microsoft.com/map

Best Practices Analyzer 2005• http://www.microsoft.com/downloads/en/details.aspx?FamilyId=DA0531E4-E94C-4991-82FA-F0E3FBD05E63

Best Practices Analyzer 2008 R2http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0fd439d7-4bff-4df7-a52f-9a1be8725591

Upgrading Mirrored Databaseshttp://msdn.microsoft.com/en-us/library/bb677181.aspx

Rolling Cluster Upgrade step-by-stephttp://blogs.msdn.com/b/petersad/archive/2011/05/10/cluster-upgrade-sql-server-2008-r2-gt-sql-server-denali.aspx

Related Content

DBI302 - Microsoft SQL Server Code-Name "Denali" AlwaysOn Series, Part 1: Introducing the Next Generation High Availability SolutionDBI404 - Microsoft SQL Server Code-Name "Denali" AlwaysOn Series, Part 2: Building a Mission-Critical High Availability Solution Using AlwaysOnDBI373-INT - Microsoft SQL Server Code-Named "Denali" AlwaysOn Series, Part 3: Under the Hood and Much More - A Panel Discussion with the Product Development Team

NOTE: DBI 404 covers migrating from Database Mirroring & Log Shipping to AlwaysOn

Summary

Key to a successful upgrade is planning & testingThere is a wealth of resources availableFeedback through Microsoft Connect will drive improvements in product and upgrade process/tools

Questions and Answers

Appendix

SQL Server PrerequisitesNotes SQL 2008/2008 R2 Denali

.NET 3.5 SP1 Available through WU as an important update or the Download Center. Not included in Vista/Win2008 by default, installation requires a reboot

Needed by all features, Setup will install

Setup does not install and will block if needed and not installed. Required by Reporting Services.

Power Shell 1.0 Setup installs from installation media

N/A

Power Shell 2.0 Available through WU as a recommended update or the Download Center. Not included in Vista/Win2008 by default, installation requires a reboot

N/A Setup does not install and will block if needed and not installed. Required by Database Engine and Management Tools.

.NET 4.0 Only Express Core 2008 SP1 or Express Core 2008 R2 supports

Setup will install. Required by all features, except Report Services.

Critical update for .NET 2.0/3.5

KB956250 available through WU and Download Center

N/A Setup will block if not installed

Windows 2003 Critical Update

KB937444 N/A

Product Update User Interface

Troubleshooting Tips

Denali log files are created at %ProgramFiles%\Microsoft SQL Server\110\Setup Bootstrap\Log

Note: For SQL Server 2008, use 100 instead of 110

First, look at Summary.txtNext, look at detail.txt log and search for “Error:”If Setup does not seem to launch at all, view sqlsetup.log at %temp%MSI log files, search for “Value 3”

Edition Upgrade

See my blog post at http://blogs.msdn.com/b/petersad/archive/2011/01/24/how-to-perform-an-sql-server-edition-upgrade.aspx

SQL Server 2008 Upgrade Assistant

Used for Application Compatibility Testing (ACT) Allows testing of actual T-SQL executionDetects changes in execution method, path and resultsLeverages Profiler/Trace capabilityCollaborative development among SQL Server development team, DPE, and Scalability ExpertsFree download from www.scalabilityexperts.com/ssua

Database Platform (DAT) Resources

Try the new SQL Server Mission Critical BareMetal Hand’s on-Labs

Visit the updated website for SQL Server® Code Name “Denali” on www.microsoft.com/sqlserver and sign to be notified when the next CTP is availableFollow the @SQLServer Twitter account to watch for updates

Visit the SQL Server Product Demo Stations in the DBI Track section of the Expo/TLC Hall. Bring your questions, ideas and conversations!

• Microsoft® SQL Server® Security & Management • Microsoft® SQL Server® Optimization and Scalability• Microsoft® SQL Server® Programmability • Microsoft® SQL Server® Data Warehousing• Microsoft® SQL Server® Mission Critical • Microsoft® SQL Server® Data Integration

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www.microsoft.com/learning

http://microsoft.com/technet http://microsoft.com/msdn

Learning

http://northamerica.msteched.com

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